The Challenge

Partnering to transform outdated technology.

BenefitMall is a national provider of employee benefits, payroll, human resources, and employer services. Founded in 1979, the company now has a network of more than 20,000 trusted advisors, comprised of brokers and CPAs. Today, BenefitMall delivers services to more than 200,000 small- and medium-sized businesses.

Prior to working with Credera, BenefitMall’s online payroll solution was using older technology with a less-than-friendly user interface. BenefitMall is a customer centric organization and wanted to significantly improve the customer experience. They decided to engage Credera to create a simple, secure, and state-of-the-art online payroll solution called PayFocus. The previous solution required onsite software installation, was cumbersome to maintain, and was only available on a single device. BenefitMall recognized their client’s desire to move toward an intuitive, online, self-service option for payroll and human resources.

The Solution

Crafting a strategy to drive innovation.

Credera began by seeking to understand BenefitMall’s business objectives and the customer’s solution needs. Credera then led a six-week envision phase to ensure PayFocus would be visually appealing, easy to use, and able to perform the complex tasks of payroll processing.

Once the envision phase was complete, Credera worked to design high-fidelity prototypes that simplified the existing payroll entry and human resources management interfaces to better serve target clients of one to 50 employees. In addition, features like real-time tax calculations, role-based security, employee self-service, and on-demand liability reports were introduced providing key competitive advantages.

Using best-in-class technologies, Credera worked collaboratively with BenefitMall to build PayFocus while meeting mission critical deadlines. Along the way, source code was carefully documented with detailed build instructions provided to the client during the transition phase. Credera intentionally designed a turnkey online solution to allow for a successful transition to BenefitMall’s team.

The Results

Modern web application with a mobile-friendly experience.

As a result of this project, BenefitMall is now able to offer customers a simple, yet intuitive online payroll and human resources solution. Internal constituents and BenefitMall’s sales staff are enthusiastic about offering the stronger, more stable system to their customers.

PayFocus is a state-of-the-art solution with robust security features and built-in permission management. Additionally, PayFocus provides small businesses the ability to:

• Allow employees to access important human resources documents directly from their profile.

• Effortlessly sync data with third-party G/L products, such as QuickBooks Online.

• Efficiently import time and attendance from an outside source.

• Customize a wide set of fields and instantly export to Excel or Word for dynamic reporting.

• Easily gather employee demographic- and payroll-related data on a per-employee basis via the New Hire Wizard.

As a result of the new online payroll solution, BenefitMall has experienced the following benefits:

• Migration of 20,000 existing clients on outdated legacy payroll software to a modern web application.

• Ability to sunset outdated technology and applications.

• Integrations with existing payroll, benefits, and human resources applications to leverage established and proven back-end processes and functions.

• A consistent brand standard across web-based service offerings, providing a consistent brand experience for clients.

• Responsive design providing a mobile-friendly user experience, especially for employee self-service functionality.

• An enthusiastic sales staff that is excited to introduce PayFocus to potential clients.